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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.87% more ownership

Funds ownership: 71.51%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.97B
Puts
$1.62B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1701
Aurdan Capital Management
Pennsylvania
$274K
CT
1702
Coastline Trust
Rhode Island
$274K
IA
1703
Insight Advisors
Pennsylvania
$274K
BPWM
1704
BCS Private Wealth Management
New Jersey
$273K
FPGK
1705
Financial Partners Group (Kansas)
Kansas
$272K
HBS
1706
Howard Bailey Securities
Indiana
$272K
MA
1707
MCF Advisors
Kentucky
$271K
SEIA
1708
Signature Estate & Investment Advisors
California
$271K
SWM
1709
Segment Wealth Management
Texas
$271K
SC
1710
Sapient Capital
Indiana
$271K
SFG
1711
SageGuard Financial Group
Tennessee
$271K
BFA
1712
Brendel Financial Advisors
New Hampshire
$270K
CT
1713
Colonial Trust
South Carolina
$270K
BBES
1714
Buffalo Business & Estate Services
New York
$270K
GHAM
1715
Gilman Hill Asset Management
Connecticut
$270K
VIP
1716
Value Investment Professionals
New York
$270K
CIM
1717
Cambria Investment Management
California
$270K
FPH
1718
Financial Planning Hawaii
Hawaii
$269K
ZIG
1719
Zullo Investment Group
Pennsylvania
$269K
SPA
1720
Sound Portfolio Advisors
Connecticut
$268K
CPA
1721
Capital Planning Advisors
California
$268K
KA
1722
KLCM Advisors
Wisconsin
$268K
DWAM
1723
Duncan Williams Asset Management
Tennessee
$268K
TWA
1724
Tulsa Wealth Advisors
Oklahoma
$268K
KWM
1725
Kaydan Wealth Management
Michigan
$266K